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Financial Advisor In Training Jobs in Toronto, ON

CIBC

Sr. Financial Advisor CIRO-ID (Urban)

Toronto, ON · On-site

As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver on CIBC's Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today ...

CIBC

Sr. Financial Advisor CIRO-ID (Urban)

Oshawa, ON · On-site

As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver on CIBC's Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today ...

CIBC

Sr. Financial Advisor CIRO-ID (Urban)

Toronto, ON · On-site

As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver on CIBC's Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today ...

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Financial Advisor In Training information

What is a financial advisor in training?

A Financial Advisor In Training is an individual who is preparing to become a licensed financial advisor by gaining practical experience and knowledge under the supervision of experienced professionals. This role typically involves learning about financial products, client relationship management, investment strategies, and regulatory requirements. Trainees often assist with research, client meetings, and preparing financial plans, while studying for necessary certifications. The goal is to develop the skills and qualifications needed to advise clients on managing their finances and investments independently.

What types of mentorship and training can I expect as a financial advisor in training?

As a Financial Advisor In Training, you will typically participate in a structured onboarding program that combines classroom learning, online modules, and hands-on experience. You'll often be paired with a seasoned advisor who acts as your mentor, providing guidance on client interactions, portfolio management, and compliance. Regular feedback sessions and performance reviews are common, ensuring you develop the necessary technical and interpersonal skills. This collaborative environment helps you build confidence, expand your network, and prepare for independent client management.

What are the key skills and qualifications needed to thrive as a financial advisor in training, and why are they important?

To thrive as a Financial Advisor In Training, you need a solid understanding of financial principles, investment strategies, and strong analytical skills, typically supported by a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and preparation for industry certifications such as the Series 7 and Series 66 licenses is expected. Excellent interpersonal communication, active listening, and a client-focused mindset are crucial soft skills for building trust and long-term relationships. These competencies enable you to provide sound financial advice, comply with regulations, and effectively support clients in achieving their financial goals.

What is the difference between Financial Advisor In Training vs Financial Planner?

AspectFinancial Advisor In TrainingFinancial Planner
CertificationsTypically working towards certifications like CFP or Series 7Often holds certifications like CFP, CFA, or Series 7
Work EnvironmentEntry-level, supervised training in financial firmsClient-facing, independent or team-based advisory roles
Job ResponsibilitiesAssisting with client research, learning financial planning processesDeveloping comprehensive financial plans, advising clients

Financial Advisor In Training roles are designed for individuals gaining experience and working towards certifications, often under supervision. Financial Planners are experienced professionals providing detailed financial advice and planning services. The two roles differ mainly in experience level and responsibilities, with the training position serving as a stepping stone toward becoming a fully certified Financial Planner.

What are popular job titles related to Financial Advisor In Training jobs in Toronto, ON?

For Financial Advisor In Training jobs in Toronto, ON, the most frequently searched job titles are:

What job categories do people searching Financial Advisor In Training jobs in Toronto, ON look for?

The top searched job categories for Financial Advisor In Training jobs in Toronto, ON are:

Financial Advisor In Training jobs near you
Infographic showing various Financial Advisor In Training job openings in Toronto, ON as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 16% Part Time, and 1% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution.

Financial Advisor - District Opportunity - Downtown Toronto

Scotiabank

Toronto, ON • On-site

Full-time

Re-posted 26 days ago

Job description

Requisition ID: 264070
We are committed to investing in our employees and helping you continue your career at Scotiabank.

Recognized as a World's Best Workplaces by Great Place to Work Institute and a LinkedIn Top Company in Canada, we're looking for new talent to join our ever-growing Retail Banking branch network. 

At Scotiabank we help employees build their futures - where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development - there are endless possibilities. At Scotiabank - you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

We're seeking team members who are motivated to help our clients, curious, passionate about their work and ready to roll up their sleeves in a collaborative and productive environment. We're looking to grow our team of  Financial Advisors. If you can relate to the below, then apply today! 

About the Opportunity: This District Opportunity is designed for motivated advisors who enjoy variety, collaboration, and making an impact across multiple communities.Successful candidates will participate in a structured onboarding and integration period within the district before being assigned to Financial Advisor opportunities based on business needs.During this time, advisors will gain exposure to different branch environments and build strong relationships across the market.

What to Expect: Initial training period of approximately 3-6 months. Training may take place at one or more designated locations. Upon successful completion, candidates will be placed into a Financial Advisor role. Candidates must be comfortable traveling to and working from multiple branch locations as operational needs evolve.

Mobility Requirement: Mobility across the Toronto Centre district, including Downtown Toronto and surronding areas, is a core requirement of this opportunity and will be discussed throughout the recruitment process. 

If you...

            Want to build winning relationships

            Are people-centric and able to connect in a relatable way

            Believe in providing exceptional service throughout the customer journey

            Have success in a target-based performance environment

...then we want to meet you! 

What's in it for you?

            A rewarding career path and leadership to support you along the way

            Formal and informal mentorship and development opportunities

            Meaningful work that makes a difference in our customers' lives

            An organization and team where you're treated like family

            A competitive compensation and benefits package.

Location(s):  Canada : Ontario : Toronto 
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. 
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our  Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.

Apply